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LMOIX: CLEARBRIDGE SMALL CAP GROWTH FUND CLASS IS (MUTUAL FUND)
Basic Info 40.67 1.49(3.53%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 16.03% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.2 | 8.8 | 19.9 | 10.4 | 0.3 | 10.3 | 10.2 | 9.4 | 9.9 | 4.4 | 9.1 | -28.5 | 12.5 | 35.1 | 25.9 | 4.2 | 25.5 | 6.2 | -4.4 | 3.8 | 45.7 | 19.5 | 1.1 | 25.9 | 43.1 | -39.4 |
| Sharpe Ratio | NA | 0.81 | 0.83 | 0.33 | -0.09 | 0.36 | NA | 0.35 | 0.29 | 0.04 | 0.28 | -0.89 | 0.57 | 0.91 | 1.5 | 0.14 | 1.97 | 0.31 | -0.26 | 0.21 | 3.21 | 1.14 | 0.03 | 1.26 | 1.49 | -1.24 |
| Draw Down(%) | NA | 13.8 | 13.8 | 26.4 | 41.7 | 41.7 | NA | 51.0 | 26.2 | 11.4 | 24.0 | 35.9 | 12.7 | 38.0 | 9.8 | 27.8 | 6.7 | 22.2 | 16.3 | 16.4 | 5.1 | 13.2 | 27.2 | 15.9 | 20.7 | 51.0 |
| Standard Deviation(%) | NA | 23.8 | 20.7 | 21.8 | 24.4 | 23.9 | NA | 24.4 | 24.4 | 19.8 | 19.9 | 33.8 | 21.8 | 38.1 | 16.2 | 20.8 | 12.6 | 19.7 | 17.2 | 17.8 | 14.2 | 17.2 | 30.4 | 20.4 | 28.9 | 59.4 |
| Treynor Ratio | NA | 0.19 | 0.17 | 0.07 | -0.02 | 0.09 | NA | 0.09 | 0.07 | 0.01 | 0.06 | -0.3 | 0.12 | 0.35 | 0.25 | 0.03 | 0.22 | 0.06 | -0.04 | 0.03 | 0.48 | 0.2 | 0.01 | 0.31 | 0.5 | -0.79 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.02 | 0.0 | NA | 0.0 | 0.01 | -0.04 | -0.04 | 0.0 | 0.03 | 0.0 | -0.02 | 0.04 | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.02 | -0.06 |
| Beta | NA | 1.01 | 0.99 | 1.0 | 1.01 | 1.01 | NA | 0.97 | 0.99 | 1.02 | 0.99 | 1.02 | 1.02 | 0.98 | 0.99 | 1.05 | 1.15 | 1.08 | 1.03 | 1.09 | 0.95 | 0.98 | 0.93 | 0.84 | 0.86 | 0.93 |
| RSquared | NA | 0.93 | 0.92 | 0.94 | 0.95 | 0.95 | NA | 0.95 | 0.95 | 0.93 | 0.94 | 0.98 | 0.95 | 0.95 | 0.93 | 0.95 | 0.89 | 0.92 | 0.92 | 0.92 | 0.92 | 0.95 | 0.98 | 0.97 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 15.9 | 7.3 | 0.4 | 0.0 | 10.7 | 0.0 | 8.1 | 13.1 | 4.0 | 3.0 | 1.1 | 3.7 | 3.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 118.1 | 1800.7 | N/A | -100.0 | N/A | -100.0 | -43.6 | 301.4 | 42.0 | 145.9 | -69.6 | 51.0 | 77.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2008
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